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Tortoise Capital Series Trus shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2026-06-30 $299k 5.3k 55.92

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Ishares Tr U.s. Energy Etf (IYE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Summit Financial Consulting

Top funds holding Tortoise Capital Series Trus

Capital Investment Advisory Services
Sterneck Capital Management
Jane Street
BIP Wealth
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Summit Financial
Parallel Advisors
HighTower Advisors
Gts Securities
WT Wealth Management
Farther Finance Advisors
Mml Investors Services
VestGen Advisors
Atria Investments
IHT Wealth Management

View all funds holding Tortoise Capital Series Trus